David Heilner Ameriprise Financial Advisor in Yarmouth, ME

Associate Financial Advisor with the practice of Thomas O Shepard

HERSEY, GARDNER, SHEPARD & EATON A financial advisory practice of Ameriprise Financial Services, Inc.

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	Address 45 Forest Falls Dr 2nd Floor Yarmouth, ME 04096

(207) 846-1175
david.p.heilner@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

More people come to Ameriprise for financial planning than any other company.¹

An Ameriprise-associated financial advisor franchise
I am licensed and registered to conduct business in ME. Based on licenses and registrations I hold, I may also conduct certain business in AK, NH, OH.
Maine, Ohio

Areas of Focus

Investment Advice
Income Tax Planning Strategies
Retirement Planning Strategies
Small Business
Domestic Partner Planning
Protection and Insurance
Estate Planning Strategies
Charitable Giving
Family Planning/Family Changes
Saving for Education
Asset Allocation
General Financial Planning

1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.

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Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >^® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER^TM professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc., as of Dec. 31, 2007.